Microsoft Teams: Signing Up / Setting Up Vacation Tracker
This article is a step-by-step guide exclusively for the Microsoft Teams integration.
In order to use Vacation Tracker within Microsoft Teams it is important to sign-up using our online dashboard and then to install our bot into your team(s) using the following steps:
*Please make sure your Microsoft Teams settings and role allow you to download custom applications. For more information on Microsoft Teams custom app settings, visit the following link: https://docs.microsoft.com/en-us/microsoftteams/teams-custom-app-policies-and-settings
Go to https://app.vacationtracker.io/signup
Once on the page click on Sign Up with Microsoft
You may be re-directed to the Office 365 sign-in page where you will enter your credentials and once completed be sent back to our sign-up
Once you are re-directed back to our signup page, you can begin filling in the information
Click on Continue
The second step of our sign-up will allow you to either import all of the users from your Microsoft Teams directory or select specific users you want to activate.
**Note: You can always import additional users in the online dashboard once signed up!
Once you have selected the users, click Continue
Our third step will show you the total amount of users active, the cost and give you the option to either enter your billing information or to start your 7 Day Free Trial without entering your billing information.
Click on the option to Start your Trial and you will be brought to the online dashboard!
On the left-hand side of your Microsoft Teams click on the Apps icon in the sidebar
On the left-hand side of the new window click on the Search bar and search for Vacation Tracker
Once you see the Vacation Tracker app click on the box to begin the setup
A new window will open and you want to make sure to click the drop-down arrow on the Add button and to click Add to a Team in order to add the bot for everyone that is active within Vacation Tracker (and to be able to set notifications). There's also options to Add for Me and Add to a Chat.
Here you can select the team and the channel (you can select or type out the name of the team or channel) your bot will be added to for future notifications (please keep in mind, you can always set the channels and the notification settings through the online dashboard as an Admin).
Once you are done you want to click on Set Up Bot to complete the setup
Once completed, you should be sent to the channel selected and there should be a small message letting you know that you have added Vacation Tracker to this team.
You can now go ahead and either request a leave using the bot or go to the online dashboard to set team or general notifications!
The Add for Me option will add the Vacation Tracker app to your Microsoft Teams taskbar:
This option will give you direct access to the chat and the chat history with the Vacation Tracker bot.
The Add to a Chat option would add the Vacation Tracker bot to a group chat within your Microsoft Teams app. When selecting this option, you'll then be asked to enter the name of the group chat:
Once added to the group chat, users in that chat will see a link to Vacation Tracker, which will list what you can do with the Vacation Tracker bot. You will also have the option to send a message to the bot to request a leave.
Now that you're all set up, you may want to add the Vacation Tracker tabs in your Microsoft Teams app! To do this, please see this article: Microsoft Teams: Accessing Tabs within Microsoft Teams
For any assistance feel free to contact our Support team via live chat or email us at support@vacationtracker.io We are available from 9AM to 5PM EST
Please note: due to Microsoft's policy if you have multiple teams and you would like multiple or all of the teams to use the bot you will have to add the bot for each team.
In order to use Vacation Tracker within Microsoft Teams it is important to sign-up using our online dashboard and then to install our bot into your team(s) using the following steps:
*Please make sure your Microsoft Teams settings and role allow you to download custom applications. For more information on Microsoft Teams custom app settings, visit the following link: https://docs.microsoft.com/en-us/microsoftteams/teams-custom-app-policies-and-settings
Step 1: Signing Up Through the Vacation Tracker Online Dashboard
Go to https://app.vacationtracker.io/signup
Once on the page click on Sign Up with Microsoft
You may be re-directed to the Office 365 sign-in page where you will enter your credentials and once completed be sent back to our sign-up
Once you are re-directed back to our signup page, you can begin filling in the information
Click on Continue
The second step of our sign-up will allow you to either import all of the users from your Microsoft Teams directory or select specific users you want to activate.
**Note: You can always import additional users in the online dashboard once signed up!
Once you have selected the users, click Continue
Our third step will show you the total amount of users active, the cost and give you the option to either enter your billing information or to start your 7 Day Free Trial without entering your billing information.
Click on the option to Start your Trial and you will be brought to the online dashboard!
Step 2: Installing the Vacation Tracker bot
On the left-hand side of your Microsoft Teams click on the Apps icon in the sidebar
On the left-hand side of the new window click on the Search bar and search for Vacation Tracker
Once you see the Vacation Tracker app click on the box to begin the setup
A new window will open and you want to make sure to click the drop-down arrow on the Add button and to click Add to a Team in order to add the bot for everyone that is active within Vacation Tracker (and to be able to set notifications). There's also options to Add for Me and Add to a Chat.
Here you can select the team and the channel (you can select or type out the name of the team or channel) your bot will be added to for future notifications (please keep in mind, you can always set the channels and the notification settings through the online dashboard as an Admin).
Once you are done you want to click on Set Up Bot to complete the setup
Once completed, you should be sent to the channel selected and there should be a small message letting you know that you have added Vacation Tracker to this team.
You can now go ahead and either request a leave using the bot or go to the online dashboard to set team or general notifications!
The Add for Me option will add the Vacation Tracker app to your Microsoft Teams taskbar:
This option will give you direct access to the chat and the chat history with the Vacation Tracker bot.
The Add to a Chat option would add the Vacation Tracker bot to a group chat within your Microsoft Teams app. When selecting this option, you'll then be asked to enter the name of the group chat:
Once added to the group chat, users in that chat will see a link to Vacation Tracker, which will list what you can do with the Vacation Tracker bot. You will also have the option to send a message to the bot to request a leave.
Now that you're all set up, you may want to add the Vacation Tracker tabs in your Microsoft Teams app! To do this, please see this article: Microsoft Teams: Accessing Tabs within Microsoft Teams
For any assistance feel free to contact our Support team via live chat or email us at support@vacationtracker.io We are available from 9AM to 5PM EST
Please note: due to Microsoft's policy if you have multiple teams and you would like multiple or all of the teams to use the bot you will have to add the bot for each team.
Updated on: 17/05/2023
Thank you!